Setup FAQ
Setup FAQ
Section titled “Setup FAQ”Common questions about the setup process and why each step matters.
Why do I need a work email?
Section titled “Why do I need a work email?”Your email domain tells BuzzTrail which company you’re with. During signup, BuzzTrail automatically adds your company’s website as a knowledge source and begins crawling it. A personal email (Gmail, Yahoo, etc.) doesn’t map to a company domain, so the AI wouldn’t know what company to learn about.
Does avatar choice matter?
Section titled “Does avatar choice matter?”Yes — your avatar is who prospects see on video during AI-conducted meetings. It’s the first impression your AI makes. Pick one that matches the professional tone you want. That said, you can change your avatar anytime in Configuration → Behavior, so don’t overthink it during initial setup.
What if I pick the wrong framework?
Section titled “What if I pick the wrong framework?”No problem. Your sales framework (MEDDIC, BANT, SPIN, etc.) can be changed anytime in Configuration → Behavior. The framework guides how your AI asks questions and qualifies prospects. If you’re unsure, start with MEDDIC — it’s the most comprehensive and works well across deal sizes.
Why add knowledge sources?
Section titled “Why add knowledge sources?”Without knowledge sources, your AI gives generic answers. With them, it speaks specifically about your product, pricing, differentiators, and use cases. The more relevant content you provide — website pages, PDFs, case studies — the more your AI sounds like a knowledgeable member of your team. See Knowledge Sources for details.
Can I skip calendar integration?
Section titled “Can I skip calendar integration?”Yes. Without it, you can still run meetings through your personal link. But with calendar integration, any meeting on your calendar with a video call link is automatically tracked — no manual steps. It saves time and ensures you don’t miss meetings. You can connect it later in Configuration → Integrations.
What if I don’t set up billing right away?
Section titled “What if I don’t set up billing right away?”New accounts start with a trial period. You can complete the full setup and run meetings during the trial. When it’s time to add a payment method, go to Configuration → Billing.
Why connect a note-taker integration?
Section titled “Why connect a note-taker integration?”Connecting a note-taker service imports your past meeting transcripts into BuzzTrail. These transcripts serve as training data — the AI learns your conversational style, common questions, and typical objections from real meetings. It’s optional but significantly improves AI quality if you have existing meeting history. See Integrations for setup.
Do I need to customize my personal link?
Section titled “Do I need to customize my personal link?”Your personal link works immediately without customization. But adding your logo, brand colors, and intake form fields creates a more professional guest experience. Prospects see your branding from the moment they click your link through the entire meeting. See Personal Link for customization options.
What’s the minimum to get started?
Section titled “What’s the minimum to get started?”Avatar + framework + work email. That’s it. Your AI avatar is functional within minutes of completing signup because BuzzTrail automatically crawls your company website and generates an initial AI configuration. Everything else — additional knowledge sources, calendar, integrations, branding — improves the experience but isn’t required to start.
Ready to set up? Follow the Quickstart Checklist or see Setup by Role for guidance based on your role.